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Guolian Securities: Domestic air conditioner shipments in October saw a significant increase, while exports are also on the rise.
In October, the domestic sales of household air conditioners increased significantly, entering the peak season for deliveries in the new cooling year; the channel's inventory depletion has ended, sales are improving, and restocking flexibility is anticipated.
Guolian Securities: Policy catalyzes domestic sales prosperity, kitchen appliances and white goods deserve attention.
Guolian Securities has released research reports stating that this round of subsidies for replacing old with new is comparable to the rural appliances subsidy. Starting from September, the policy implementation has entered the fulfillment phase, with weekly retail growth picking up since late August. Demand has bottomed out and improved, with emerging markets and OBM contributing continued increments; policy bullish on structural upgrades, and domestic average prices are steadily rising.
Guotou Securities: Q3 home appliance subsidy policy promotes economic improvement, while exports continue to grow rapidly.
Since the end of August, the detailed subsidy rules for the "trade-in old for new" of household appliances have been successively implemented in various provinces and cities, effectively boosting the consumer sentiment for household appliances. With the continuous implementation of the subsidy policy, the domestic sales of household appliances are expected to bottom out and rebound.
Guolian Securities: Domestic appliance sales may be ushering in a turning point. The advantage of "price range + channel" is added.
Driven by the replacement of old for new, domestic appliance sales may be entering a key transition period, with substantial subsidy sales volume and remarkable elasticity in off-peak product categories.
Concerns Surrounding Gree Electric Appliances of Zhuhai's (SZSE:000651) Performance
Sinolink: In Q3, the public offering increased positions in non-financial and real estate sectors the most, significantly reducing positions in cyclical sectors.
In the third quarter of 24, the total size of public offering funds has increased significantly, with "passive equity" continuing to be more preferred by investors than "active equity".
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